PandaDoc vs QuoteWerks

• Great looking proposals. PandaDoc does an exceptional job converting existing templates into HTML format so the PD version looks and feels identical.
• The automations and integrations are awesome. Having automated reminders sent to clients helps keep things moving without taking time away from the sales team and the numerous integrations available through Zapier make it easy to do everything from sync data to Salesforce or send notifications into Slack.
• The support from PandaDoc is impressive. Same-day response, ongoing support, and a knowledgeable support team.

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• QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
• QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
• QuoteWerks provides professional looking quotes that we can submit to our customers.

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• I don't like finding documents in PandaDoc. It may be more a problem of user error, but we have gotten a ton of nested folders in our PandaDoc, which makes it hard to find documents. Also, the search bar doesn't work as well as I'd hope it would.
• Formatting is still fairly clunky. Making/removing bulleted lists, changing font size/type, and adding fields take some getting used to. I also wish you could link "Fields" to text so they would move with the text, but you have to reposition the fields every time you change the text.
• I really like the experience of using templates, but building new documents is clunky still. Some of the features around formatting and building new documents are pretty buried in the panels on the top and right. For example, adding any kind of image to a document is a pain.
• I haven't played around with it enough, but I wish there were more integrations with an invoicing system. I know they just added "Payments", but we use Quickbooks for invoicing, and I haven't figured out how to set this up yet.

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• There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
• The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
• The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.

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• Over their first 12 months since implementing PandaDoc, Revenue River realized some amazing lift across all metrics within the sales cycle:
• 223% increase in closed-won revenue
• 45% increase in the number of deals closed
• 56% increase in the number of deals created

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• Positive: organized, consistent quotes
• Positive: reduced time to generate/modify quotes
• Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.

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